ACWEX
Price
$16.53
Change
+$0.13 (+0.79%)
Updated
Sep 4 closing price
Net Assets
143.19M
VGENX
Price
$48.10
Change
-$0.28 (-0.58%)
Updated
Sep 5 closing price
Net Assets
5.95B
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ACWEX vs VGENX

Header iconACWEX vs VGENX Comparison
Open Charts ACWEX vs VGENXBanner chart's image
Cavanal Hill World Energy C
Price$16.53
Change+$0.13 (+0.79%)
VolumeN/A
Net Assets143.19M
Vanguard Energy I
Price$48.10
Change-$0.28 (-0.58%)
VolumeN/A
Net Assets5.95B
ACWEX vs VGENX Comparison Chart in %
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ACWEX vs. VGENX commentary
Sep 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ACWEX is a StrongBuy and VGENX is a Hold.

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FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.95B vs. ACWEX (143M). VGENX pays higher dividends than ACWEX: VGENX (3.10) vs ACWEX (0.25). ACWEX was incepted earlier than VGENX: ACWEX (12 years) vs VGENX (41 years). ACWEX (2.21) is less costly to investors than VGENX (0.45). ACWEX is a more actively managed with annual turnover of: 161.00 vs. VGENX (36.00). ACWEX has a lower initial minimum investment than VGENX: ACWEX (0) vs VGENX (3000). ACWEX annual gain was more profitable for investors over the last year : 28.63 vs. VGENX (-4.58). ACWEX return over 5 years is better than : 191.30 vs. VGENX (52.71).
ACWEXVGENXACWEX / VGENX
Total Expense Ratio1.930.45429%
Annual Report Gross Expense Ratio2.210.45491%
Fund Existence12 years41 years-
Gain YTD15.75611.673135%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets143M5.95B2%
Annual Yield % from dividends0.253.108%
Returns for 1 year28.63-4.58-625%
Returns for 3 years41.017.24567%
Returns for 5 years191.3052.71363%
Returns for 10 years112.9710.271,100%
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